Getting message alert while clicking on Convert to Opportunity from a detail account page.
I was trying "Convert to opportunity" from one of my account and I saw a popup alert with title = "Message Content", inside box "null". Is this a bug in ZohoCRM or am I doing anything wrong ? I have attached screenshot herewith. Thanks.
I can't import records
I have a csv with 13000 leads and keeps rejecting it. I've cut it down to 5000 and it still is not accepting the file. It says it cannot contain more than 20000 rows yet there are only 5000 in my excel sheet.
Import same company name with different address but I have field that is unique to each record
I am trying to take a client from one CRM to ZOHO and they have records with the same company name but a different location. I created a unique record id field in their old system and a field in their new ZOHO database to match. When I try to import the records is rejects all but one even though I told it to use the record id field to match. Am I missing something? Lanny Brown ZOHO Partner
Copying Custom address data into quotes address data
Hi All, I have been looking for an elegant solution as we are working with Zoho CRM to create invoices and quotes. They have an extra address field which is often either the house name etc, This creates a dilemma when creating the quote as it doesn't automatically pull through that field when you choose the account or contact. Can anyone tell me of an elegant way? Thanks Paul
Message sending failed Following Leads are ignored due to invalid email:
sending emails through leads view and getting this message although emails are correct and valid. Message sending failed Following Leads are ignored due to invalid email:
Mass Updates based on a lookup
I have maybe 6000 contacts in Zoho CRM with some user defined fields including one called Serial which essentially is a unique numeric identifier for each contact that makes sense to us. I also have some financial data from another system that also uses the same serial and which as other useful fields like total sales. My goal is to update Zoho with the financial fields monthly based on a look up (to use excel terminology) of the same Serial number. How do I most easily do this do this ?
How to push crm id variable
hi, Please advise (api ressources or else) on how to push a variable Id from zoho crm to a website session upon authentication of the user (logged in). The case here is for a wordpress website. Tks
Is this CRM useful for small B2C companies
I just registered a free account and started exploring the CRM. But while looking at lead formats and products, it seems to lean heavily towards B2B companies. Should I take the time to customise the fields or look for another CRM that is B2C oriented? Will be grateful for your suggestions. Thanks. p.s My main requirement is tracking phone and email leads with reminders and sales cycle reports to better sales. As simple as that.
Export Leads
We have a new salesperson who entered a lot of "Contacts" as "Leads". We want to export the selected "Leads" and reimport them as "Contacts" Your online manual says the is an option under "Lead Tools" but I don't see it. Leads Home Page Click the Leads tab to view the Leads Home page and perform the following operations Use the Lead Tools option to perform some common operations such as mass transfer, mass delete, set up assignment rules, export leads, etc. Can you provide any direction please? Thanks
How can i get emails sent to show in closed activities
I want to sent emails through your system so i can see what communications have been made for a prospect. however, under closed activities I cant seem to show the emails. I can log calls and other tasks, emails are a basic activity. Any help would be appreciated. Thanks -jeff
I need to export the leads from a campaign to excel to be scrubbed by a partner
I saw this question asked years ago in the forum, but it does not appear to have been answered. I have not been able to figure it out. The functionality has to exist; what am I missing here? Thank you.
Creating a Purchase Order with multiple line items using the Zoho API (via XML)
I am trying to create a purchase order in Zoho using a call to the Zoho API and am getting an error, even though I'm passing all required fields and matching the format to what I get when I export a similar PO. I'm trying to create a new purchase order using this URL: https://crm.zoho.com/crm/private/xml/PurchaseOrders/insertRecords? This is followed with the following post content: scope=crmapi&authtoken=xxxxxxxxxx&newFormat=1&xmlData=<PurchaseOrders><row no="1"><FL val="Subject"><![CDATA[PO for
Show account history
I thought there was a button that can created that will show an accounts History with one click vs. opening up each activity? How can I set this up?
info email to crm
hi is there a way I can have emails that come into our info mailbox go straight into leads into crm?
Auto populate fields in in invoice from account information
Hi, When I create an invoice, I would like to add the main contact from the account and his telephone number. This is data that is already in zoho crm but I do not know how to pull it.
Project Option
Hi, How can I retrieve the 'Project' option on the top options bar - it has disappeared??
Lead/Prospect Report by status of prospect
I'm trying to generate a report which would show each salesperson's current active leads/prospect and which would show the history of "moves" made on them. We may not be saving the information for the prospects in a manner which allows us to do this properly. (Zoho was implemented a bit chaotically in our company)
Finding Leads w/o Open Activities
Is there a way to create a query to answer the question? "Show me all the active leads I have created that don't have a task associated with them." Thank you, Jonathan
other language unwanted
I changed my language option. i.e. Setup ---> Personal Settings ---> Account Information ---> Edit ---> Change the language ---> Save. but It showing Korean
Language
Some of my screens have started coming up in German - why - I have checked my language setting and it is English - it doesn;t happen on all screens - just intermittant ones David Bosomworth
Feature Request: Checkbox to automatically Complete a task
I am a newcommer. I find ZOHO to be cumbersome when completing tasks. If the task is a phone call for example, I have to: 1) Open the task details, 2) Edit its Status 3) Select Complete 4) Hit Save 5) Go back to the Account or Potential 6) Log a call. Suggestion 1: Have a checkbox next to the task when in list form. Checking the box would automatically change the task's status to: Complete. The user can always edit to set it to some other state. Suggestion 2: Allow user to "Log a Call" or
Report on Emails created no longer works
Hi, As of December 31st, 2015 our reports on emailed created no longer functions. The email source is typically an outlook plugin. I can see the email if I search them manually but cannot pull them via the report. What has changed, why doesn't this work anymore.
Leads View- multiple Google Adwords Conversion Export
There are multiple instances of "Google Adwords Conversion Export" in the Leads view dropdown. How do I get rid of these? See the attached screenshot for additional detail.
Web Forms
The user manual instructions say to go here to begin building a web form: Setup > Website Integration > Web Forms However, I don't see this menu anywhere? What page is this on?
Can't add a new user
The role name lookup doesn't work. So I cant add a new user
I cannot add a new user
Pop Blocker is deactivated and role name lookup will not come up. Please advise
Cant delete leads, contacts or attachments in Zoho CRM
Cant delete leads, contacts or attachments in Zoho CRM
10 free users
while login into main screen there is pop for 10 free users can you please let us know what is that.
Capture the URL a Zoho CRM Web Form is submitted from
How can I capture the URL a Zoho CRM Web Form is submitted from? I use the same form on multiple pages and need to know from which page the form was completed on. How can I add this to the source code embedded on my website?
CRM Plus Issues
I have a number of issues after upgrading to CRM Plus and still discovered more over the last 48 hours and not seeing anyone on live chat over this period (maybe they blocked me?) and no response to two issues reported 48 hours ago as well, not even an acknowledgement. Put these together with two issues identified prior to upgrade and Zoho confirming it is an issue at their end but two months and no fix. This really concerns us right now, and when I posted to messaged to twitter @zohocares no response.
Chat support
Hi, what happen to my chat support! It seems is not an option anymore in the help menu!
Account layout
How do you remove/add fields that appear for contacts when on the account level?
Zoho CRM Email lag
I sent a message well over an hour ago and it has still not be received by. I sent it using Zoho CRM.
MS Word issue
I am trying to streamline's a clients proposal production. They are using MS Word and when I merge a document it always brings up 2 screens, one with the pre-merged doc and one with the post merge doc. Is there a way to prevent the pre merged doc from appearing? Lanny Brown ZOHO Partner
impossible to import contacts - "Authorization refused, the record belongs to another user"
Hi, Any idea on how to solve this bug ? I created the account and started to import data but then I get the following error code and nothing is imported impossible to import contacts - "Authorization refused, the record belongs to another user"
Email automation for case fields
We use the Case module in CRM as work order tickets. We have set various auto generated emails triggers to both users, and contacts or account names. as a user, I was getting the notices until about 2 weeks ago, and then they suddenly stopped. There are 5 or 6 automation rules I am on as the administrator, and I don't get ANY of them but everyone else seems to be working fine. My email is still correct in user profile settings, and I checked my spam and junk email folders on our outlook exchange
Zoho CRM API - Insert/get Product record
Is there a insert/get record method available for product record. I could not see anything in the API guide. We need this as our customer wants to create a new product via their website and then be able to create a sale for the new product to a CRM account. I am guessing to do this we will need to insert a product record then get the product id generated for that record to link to a sales order - is this correct? Thanks in advance Penny
Adding a "continuous note record" when somebody goes into Edit the leads .
Is there a way to add a "continuous note record" when somebody goes into Edit the leads .. Something Very similar to the Sales Order ... where you can just keep adding "Invoice Detail Lines" to the Sales orders Or do I have to make custom modules for the leads and the notes? or it cant be done THANKS in Advance .. Joe Example EDIT Leads --------------------------------------------------------------------------------------------------------------------- Joe Smith Address City NoteID NoteDate
add a trainer to a course
hi we're a training company and want to add trainers as a field so we can search what trainers have delivered courses for us. Any ideas on how best we can do this - presently crm plus, book, project and recruit user. Thanks
how do I link a contact name in an account field to the actual contact in contacts?
I have been instructed not to create an account until there is a sale, I have contacts that are pretty close to becoming accounts, I have accounts that should be linked to certain contacts, how can I link the contact field in my accounts to the contact that already exist?
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